+11.4%
NEE vs FDX
+65.6%
-54.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.6% | +1.3% | +4.2% |
| 7D | +9.2% | +8.1% | +1.0% | +7.6% |
| 30D | +16.0% | +13.9% | +2.0% | +13.2% |
| 3M | +2.2% | +5.5% | -3.3% | +0.9% |
| 6M | -6.0% | +15.1% | -21.1% | -9.4% |
| YTD | +12.6% | +43.2% | -30.6% | +5.3% |
| 1Y | +11.4% | +65.0% | -53.7% | +2.1% |
| All | +11.4% | +65.6% | -54.2% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling